Actions Speak Louder than Words

Wednesday, October 4th, 2017 Categories: China, Commodities, Emerging Markets, Eurozone, FX rates

Investors are positioning for more dollar strength

Across a broad spread of asset classes and strategies, investors have responded to recent dollar strength by putting on a series of trades which suggest they expect it to continue. This doesn’t prove that it will, but the market reaction has been consistent and immediate.

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